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Gregory David Sawicki

HARVEY PARTNERS, LLC·NEW YORK, New York
Clean recordHARVEY PARTNERS, LLC
610 FIFTH AVENUE, NEW YORK, NY 10020CRD# 5937091Firm CRD# 160681

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory David Sawicki · NEW YORK, NY
Registration
CRD #5937091 · HARVEY PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gregory David Sawicki is a registered financial advisor based in NEW YORK, New York, affiliated with HARVEY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
HARVEY PARTNERS, LLC
HARVEY PARTNERS, LLC
AUM
$979M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at HARVEY PARTNERS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5937091
Firm CRD# 160681
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory David Sawicki offer?
Gregory David Sawicki specializes in Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Gregory David Sawicki's credentials?
Gregory David Sawicki is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory David Sawicki located?
Gregory David Sawicki is based in NEW YORK, New York, working with HARVEY PARTNERS, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Gregory David Sawicki charge for services?
Gregory David Sawicki's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARVEY PARTNERS, LLC?
HARVEY PARTNERS, LLC has approximately 5 employees and manages $979M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HARVEY PARTNERS, LLC

James Allen Schwartz
TARRYTOWN, NY
Anthony Felix Cimini
TARRYTOWN, NY
Jeffrey Craig Moskowitz
TARRYTOWN, NY

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